Institutional Ownership Waste Management Inc (WM)
This table provides information about the institutional ownership of Waste Management Inc (WM). We have compiled data on the 2,483 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $69.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,001
shares
|
$209,379
0.17% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$209,170
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,000
shares
|
$209,170
0.07% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$209,170
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$209,170
0.2% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$209,170
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
1,000
shares
|
$209,170
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$209,170
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$209,170
0.0% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
997
shares
|
$208,542
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
993
shares
|
$207,705
0.02% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
993
shares
|
$207,705
0.14% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
992
shares
|
$207,496
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
990
shares
|
$207,078
0.06% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
988
shares
|
$206,659
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
988
shares
|
$206,659
0.07% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
986
shares
|
$206,241
0.09% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
985
shares
|
$206,032
0.01% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
983
shares
|
$205,614
0.01% of portfolio
|
Q3 2025
Reduced 37.98%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
983
shares
|
$205,614
0.02% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
981
shares
|
$205,195
0.02% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
980
shares
|
$204,986
0.02% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
980
shares
|
$204,986
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
979
shares
|
$204,777
0.09% of portfolio
|
Q1 2024
Added 14.64%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
978
shares
|
$204,568
0.0% of portfolio
|
Q3 2025
Reduced 16.98%
|
|